Concord Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 1,027 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$18,028
-7.2%
2620.0%0.00%0.0%
Q2 2023$19,433
-0.7%
2620.0%0.00%
-33.3%
Q1 2023$19,574
-32.8%
262
-33.0%
0.01%
-33.3%
Q4 2022$29,149
+53.4%
391
+49.2%
0.01%
+80.0%
Q2 2022$19,000
-5.0%
2620.0%0.01%0.0%
Q1 2022$20,0000.0%2620.0%0.01%0.0%
Q4 2021$20,000
+11.1%
2620.0%0.01%
-28.6%
Q3 2021$18,000
-18.2%
262
-17.4%
0.01%
+16.7%
Q2 2021$22,0000.0%3170.0%0.01%
-14.3%
Q1 2021$22,000
+46.7%
317
+44.7%
0.01%
-41.7%
Q4 2020$15,0002190.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
WFA Asset Management Corp 332,708$22,893,64213.68%
Valence8 US LP 243,743$16,771,95610.61%
CVS HEALTH Corp 281,400$19,363,13410.35%
WestEnd Advisors, LLC 3,181,757$218,936,6826.58%
Granite Bay Wealth Management, LLC 8,919,693$652,8226.41%
Client First Capital LLC 118,618$8,162,0895.91%
Conservest Capital Advisors, Inc. 685,607$47,176,6095.69%
Spectrum Wealth Advisory Group, LLC 59,167$4,071,2895.63%
Quantitative Investment Management, LLC 509,466$35,0565.39%
Biltmore Wealth Management, LLC 156,718$10,783,7495.21%
View complete list of SELECT SECTOR SPDR TR shareholders